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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$247M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
3
Wells Fargo
Wells Fargo
California
+$176M
4
Franklin Resources
Franklin Resources
California
+$144M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$131M

Top Sellers

1
Citigroup
Citigroup
New York
-$224M
2
LC
LNZ Capital
New York
-$97M
3
MTB
Mizuho Trust & Banking
Japan
-$77.4M
4
ZP
Zimmer Partners
New York
-$64.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
876
Dividend Assets Capital
South Carolina
$340K +$49.7K +1,011 +17%
AWCI
877
Alpine Woods Capital Investors
New York
$339K -$14.7K -300 -4%
GIM
878
Greylin Investment Management
Virginia
$338K -$34.5K -700 -9%
IC
879
Intersect Capital
California
$338K +$9.6K +195 +3%
BWL
880
Bogart Wealth LLC
Virginia
$337K +$337K +6,853 New
PAMG
881
Patton Albertson Miller Group
Tennessee
$335K +$5.02K +102 +2%
CFD
882
Creative Financial Designs
Indiana
$333K +$333K +6,763 New
MHIM
883
MacNealy Hoover Investment Management
Ohio
$331K -$47.7K -970 -13%
GA
884
Geneva Advisors
Illinois
$330K -$141K -2,877 -30%
ST
885
Smithfield Trust
Pennsylvania
$330K -$49.2K -1,000 -13%
IFB
886
iAB Financial Bank
Indiana
$330K – – –
DWT
887
Dorsey & Whitney Trust
South Dakota
$329K +$94.3K +1,918 +40%
IMOV
888
Investment Management of Virginia
Virginia
$328K -$9.83K -200 -3%
AWA
889
Arete Wealth Advisors
Illinois
$326K +$326K +6,628 New
NL
890
NWAM LLC
Washington
$325K -$44.6K -906 -12%
CC
891
Courier Capital
New York
$325K -$16.3K -332 -5%
RIG
892
Roosevelt Investment Group
New York
$324K +$70.7K +1,439 +28%
PIA
893
Peachtree Investment Advisors
Georgia
$323K -$418K -8,507 -56%
LJAC
894
L.J. Altfest & Co
New York
$322K +$1.82K +37 +0.6%
NAM
895
North American Management
Massachusetts
$321K – – –
AB
896
Atlas Brown
Kentucky
$321K – – –
SCM
897
Salem Capital Management
Massachusetts
$320K -$71.4K -1,450 -18%
FIM
898
Frontier Investment Management
Texas
$318K +$231 +5 +0.1%
SIC
899
Shoker Investment Counsel
Ohio
$318K +$8.15K +166 +3%
SAM
900
Summit Asset Management
Tennessee
$316K – – –
34 35
36
37 38